Happiness is…
a good plan!

Financial and retirement planning

Have you been wondering how to manage a large financial gain or prepare for retirement? It may feel daunting to you, but we are here to walk you through the various scenarios so you can invest wisely and decide on the right saving strategy.

If you have not set up a savings plan, start today. If you want a secure retirement, you have to create your plan, start early and stick with it.

A savings plan is designed to create long-term happiness.
A little discipline and our smart advice can make all the difference.

• Tax-free Savings Account (TFSA)
• Guaranteed Investment Certificate (GIC)
• Locked-In Retirement Account (LIRA)
• Mutual funds
• Registered Retirement Income Fund (RRIF)
• Registered Education Savings Plan (RESP)
• Registered Retirement Savings Plan (RRSP)